1. Introducing Action Filters
We’re excited to introduce 'Action Filters' to help you quickly filter Work Orders, Trips, and Invoices based on Next Step.
Learn more about How to Use Action Filters.
2. Invoice Item Name Sorted by Available Rates
When creating or editing an invoice, the line-item's Name dropdown is now sorted to show items with Rates available for the Site, Service, and Client/Vendor at the top of the list.
3. Capturing Rejection Reason
Rejection reasons will now be instantly available in Email Notifications and recorded in the Work Orders Activity Log, providing a clear audit trail, faster reassignment, and improved client communication.
Photos: Entering Reason, Activity Log, Email
4. Other Improvements
- Bug Fix – From a Client Profile, the checkbox to apply a Contact to All Sites been fixed to work as expected.
- Bug Fix – Filters and other small fixes
In case you missed it...
Site Task Hierarchy Simplification
Last week a small fix had been made to simplify the use of Site-specific Tasks and Billing Methods. When a Work Order is created from the 'Advanced Bulk Scheduler', the Tasks and Billing Method will be pulled based on the following hierarchy...
- Site-Specific Vendor Assignee (based on the Work Order's Trade & Service)
- Site Default
- Trade Service Default
Learn more about Work Order Hierarchies for the Advanced Bulk Scheduler.